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Nonprofit Radio for October 6, 2025: Your AI Brand Footprint

 

George Weiner: Your AI Brand Footprint

What is this thing, why should you care and what can you do to improve it? George Weiner returns to acquaint you with his company’s study of how Artificial Intelligence will influence giving in Q4. Then he explains the implications of the research, including that last year’s content strategy is obsolete. He also brings tactics for you and your content to get the recognition you deserve from Google Gemini, ChatGPT and their colleagues. George is Chief Whaler at Whole Whale.

 

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d suffer the embarrassment of Onicotrophia if you nailed me with the idea that you missed this week’s show. Here’s our associate producer Kate, to give you the highlights. Hey Tony, here’s what’s up. Your AI brand footprint. What is this thing? Why should you care? And what can you do to improve it? George Weiner returns to acquaint you with his company’s study of how artificial intelligence will influence giving in Q4. Then, he explains the implications of the research, including that last year’s content strategy is obsolete. He also brings tactics for you and your content to get the recognition you deserve from Google Gemini, Chat GBT and their colleagues. George is chief whaler at Whole Whale. On Tony’s take 2. Hails from the gym If she can do it. Here is your AI brand footprint. It’s a pleasure to welcome back George Weiner. In 2010, he founded Whole Whale, a top 100 nonprofit focused digital agency supporting analytics, advertising, AI capacity, and digital fundraising. George is chief whaler. He’s also the co-founder of Power Poetry, the largest teen poetry platform in the US, a safe, creative, free home to over 1 million poets, and CTOs for good. A group of tech leaders at nonprofits that delivers social impact primarily through technology and digital strategy. You’ll find whole whale at wholewhale.com. You’ll find George on LinkedIn, where he is very active. Welcome back to nonprofit Radio, George Weiner. I’m, uh, I feel like we haven’t learned a lesson. You keep having me on. I’m honored every time I get the invite. I was like, wow, I didn’t mess this up. Thank you. Yes, no, you, you’re, you’re, you’ve earned a repeat, repeat appearances, absolutely. Um, you know, I, so I was happy to, uh, read the bio that you provided, but I don’t, I don’t think it captures. I don’t, I don’t, it’s not the bio that I would write if I were you, because, you know, you have this enormous tech background that you do go on, the bio does go on, which I did not mention that you were chief technology officer, I believe it was for 7 years at dosomething.org, which is enormous, enormous, turned into the enormous data capturing. And uh uh assistance for activating young folks, that’s enormous, but I would, so that they’re not that that that is to be minimized, but I still don’t feel like this all captures. I mean, you’re, you’re the, you’re a tech guy who understands it, explains it, uh, simply talk about like, I mean, you, you get in the weeds of tech. I mean, you’re like a coder. You write, you write lines of code. I do, I have, I’ve come in and out of it, interestingly, I used to be very actually like in the technical writing code and then I hired people smarter than me to write much better code and then I came in and out a lot of data, analytics, advertising. I love learning, I love understanding and then. Helping nonprofits find the angle, right? Like how do we leverage this thing? I’ve I’ve studied the whole book, just read page 17 and do it this way is what I love kind of getting at and recently I’m very heavy into coding again, but frankly with AI assistance um and and building up calls writer.AI, which is a great customized platform for nonprofits creating, um, creating AI generated content and I do it in as safe a way as possible. Exactly. Uh, yeah, so that’s kind of what I wanted to, uh, I’m glad that you, you mentioned. I wanted to get to a little bit, Cowriter.AI, a proprietary. Whole well created. Is that right? right? Yes, I, yeah, that, that guy, that’s the coding that I was referring to. Maybe you hired smarter coders to do better at it than than your initial cuts, but, uh, which. Nonprofits can use and train. Cautiously on their own, have the, have the model trained cautiously using their own content. Exactly, yeah, for you, not on you in the sense that we build it so that there is a central source of truth that is stored and protected for you that can then be pointed at any model and then custom built prompts and guidance based on what your team needs to do today, and we delete every chat every quarter and pay for carbon offsets on all of the queries uh that are conducted to try to at least approach carbon neutral as. Uh, difficult as that calculation is. Well, I admire the attempt. Um, you’re also a whole well certified B Corp, so you’re, you’re, you’re committed not only to the environment, but also to the, uh, to the causes of, of, of social impact. We’re trying. I think I’m really excited though about the upside of AI while still like having my little Tony voice in the side of my ear being like, Well, but what about, what about like this, it’s gonna steal the content here, it’s gonna cause this, and I feel like this um AI study that caught your eye sort of like really walks down this tiny tightrope of I’m excited, but also I, there is caution to be had for some of the insights we found. OK, we’ll, we’ll get to some of those, but I’m glad that Tony voice, um, accompanies, I’m not gonna say haunts you, accompanies you. The Tony voice accompanies you because I do have my concerns which I’ve, I’ve shared with Beth Kantor and Amy Sample Ward and then you, um, so listeners are acquainted with my. Uh, skepticism, concerns about the, uh, the, the widespread adoption of artificial intelligence and, uh, large language models, so. I’m glad my voice is accompanying you. Yeah, and I like, I like the, the, it’s like respectful challenging too when you come at it. I think there’s some folks that shut down arguments and be like, you’re wrong, I’m right, you’re like, you have this very like clever way of getting in my head on, you know, the edge cases that come up and I’m like, damn it, how am I gonna answer this for uh for for this type of argument and it’s important. OK, thank you. I’m glad. right. Um, the AI brand footprint. Uh, you study? Because uh you’re concerned that uh AI is gonna have an enormous influence over giving decisions in the 4th quarter that we are now in, right? AI. AI’s influence on giving. See, my questions are so you can’t even, where’s the question? The guy talked so long. I, I, where’s the kernel of the question? Yeah, you’re concerned about the, the artificial intelligence’s influence on our millions of giving decisions this, this, these 3 months. It is going to be an unprecedented influence for AI on philanthropy, and that is maybe a hyperbolic way, an excitable way of saying that AI continues to grow in its answering of questions we have. And as that happens, one of the questions that comes up in Q4 is what are the best animal nonprofits I should give to? What are the best ways to support mental health and youth for charities I should donate to? Where should I give for the most effective cancer fundraising efficacy fill in the blank of your cause? Those questions are going to be answered. In the millions of numbers controlling billions of dollars. I thought it was worthwhile to take a quick look at. The data behind that. OK, so you looked at 6 different Large language models. I’ll let you name them. I have them listed here. Oh you want me to name them? No, no, no, I can go through it. It’s like a lot of technical, um, but I know there are some, some geeks among us and so here was our methodology. Um, we looked at 12 different cause areas and then for each of those areas, we chose 10 sort of iterations on the types of questions. A potential donor might make alongside those. OK, the next step is where should we test this? Should you just choose one model in the corner of the room? No, anything worth doing is worth overdoing, as I like to say. So we looked at 6 major models that kind of comprise the landscape as we see it, Gemini, OpenAI, and Tropic, meta Grok just in case, and um, you know. From there and also sorry, perplexity and from there we then literally send requests to all of them multiple times, get their responses back, and then analyze them. There’s a number of reasons for doing this, but on one level, we also have to understand this is a probability. It isn’t like Google search rank where I can definitively say you’re #3, you’re number 1 like. That’s not how this works. It’s like rolling dice each time, but when you roll dice enough times, you get that little nice little bump, the Gaussian distribution of a lot of things here and then out toward the sides less and less. I wanted to understand a bit more about the distribution of nonprofits being recommended in each of those areas across those models. How many flags of jargon am I gonna get thrown at me right now? No, that’s OK. No, you’re all right. Um, I do want to clarify, Gemini is the Google, uh, the Google product, uh, just to make that clear for folks, uh, and Anthropic, uh, is named Claude. I don’t know if folks might know that it’s Claude or Anthropic. OK, the other ones I think people are familiar with X is Grok, etc. um. OK, no, no, you’re OK, jargon jail. I’m, I’m listening. Uh, I’m, I just don’t wanna go to jail too. I’ll let you know. I’ll let you know. All right, so that’s a lot of questions because you 12 cause areas times 10 questions, different iterations of questions times 6. So 12 times 10 times 6 isn’t that something like 720 or so? Different over 700, but more importantly, like we’re talking about millions of words being analyzed by the end of the day because each of those prompts comes back with a bunch of texts that we then have to parse. Uh, and then from there what we did is we have to figure out like, all right, you know, what is the there there in this prompt and we began to go by counting the number of mentions of unique nonprofits as well as sources of influence. What does that mean? It means a lot because who did the AI point to as, who according to whom is this charity? Verified quality of donation. This is how we get to our first action step because there are some very clear, clearly prominently mentioned influencers that because see this is the value, uh, it’s more than, you know what, we’re not even gonna talk about who was the top named mental health cha or or the most common named animal welfare charity. We’re not gonna do that because I don’t think that’s where the value lies. The value lies in recognizing. Now see, I’m trainable, George. I’m trainable. Uh 63, but I’m still trainable. The, I think the value in this study is, is the, the threshold recognition that artificial intelligence is Capturing you, it cares about your work and, and what does, how does it learn about your work? What does it learn about your work? What does it say about your work when people ask either specifically about your charity or generally in your cause area or any other, any other reason you might show up in a, in a, in a search result? AI cares about. AI is paying attention to, and I don’t know, cares about is maybe a little overstatement, but AI is paying attention to you, to your work. OK, so let’s go to our, uh, our, our first, our first real, real takeaway, the influencers. I’ll let you name name the most common influencers that nonprofits have got to be, if they wanna be, if they wanna be thought of well by by these large language models, they need to be. Uh, um, approved by or have high standing with, who were these influencers? Yeah, I, I think this is an interesting way to answer this question is actually to give you a section of one of the responses from one of the prompts from one of the models, and I just want you to consider the implications and the prompt I gave this model, and this was a Gemini model was where to give for animal organizations like it’s kind of disfluent and sort of how I put it together, but where do I give is the central question I asked. And there’s one prompt that came back. It said before donating, always do a little research. Charity watchdog sites, these sites evaluate charities and efficiency and program spending. Charity Navigator, GuideStar, now Canada and BBB Wise Giving. Check their websites for their mission statements and how they use donations, local reputations, and finally, financial efficiency. A good rule of thumb is at least 70% to 80% of their budget should should go directly to program, not administrative costs or fundraising. You’re right. That’s instructive. All right, so that, that’s a pretty, that’s a, that’s quite a good answer. I like that answer. Yeah, I think unpacking it sometimes though is that what you’re hearing are, it is not going to primary source, it is going to evaluation platforms, your charity navigator, your guide star, your BBBY Giving Alliance, those public profiles matter more than ever. They mattered before, but they matter in your mind. You’re like, oh, you know, like a donor’s gonna like do some research and go check it out there, like, no, no, no, no, no, this is being baked in. Up front, before someone even finds you, they’re finding what other people think of you on these sites and others. It’s different. Huge takeaway, huge takeaway. um Give Well was another one that was named another influencer, yeah, no, but you were, you were quoting from 11 prompt out of that one response out of 1700. So, um, OK, Charity Navigator, uh, guide star, which is now Candid, Better Business Bureau, Wise Giving Alliance, Give well. Take away number one, you, you’ve, you’ve got to be thought of well, you’ve got to be well ranked. Not, not quite for the reasons. I mean, the, so, I mean, George, the reasons that we thought they were important still exist. There are still people who, uh, my dad before he died used to get the Better Business Bureau, Wise Giving Alliance printed guide. And he would check, check to see if uh a charity that sent him mail was listed in the printed guide. So I’m not sure people are using the printed guide too often anymore, but They, they are looking, the people who do go to your site are looking for those little, those little badges, the, uh, the, the high ranking badge, the platinum for Charity Navigator, etc. But now, even more so. The large language models are using the influencers, like you said, George, the 2nd order. Recommendation or, or, or evaluation sites, not recommendation, evaluation sites. In their, in their, in their responses. Yeah, and those types of giving guides, third party validation, there’s a lot to unpack there, but it’s not just, hey, let’s update our website, it’s go there. Another sort of nuance here were um mentions of GoFundMe. I was kind of curious when I was looking through the data of like, alright, how much of this is gonna be like. Find individuals and go that route and what we found was based on the mentions of GoFundMe and the request of like how do I help let’s say um youth mental health or poverty issues, right? Where should I go, how should I help? Like it’s an open ended question on purpose. We, we did want organizations we wanted what is it and how is it advising and for GoFundMe mentions actually, uh, 70% of those mentions came from Grok. So in the land of Grok, which is Twitter, which is X, which is Elon Musk, just to get all of the bingo cards there. It is disproportionately recommending to go to GoFundMe. It also recommended charities, mind you, but I found that interesting. Part of that is in the training set and part of that is in the sort of, you know, we do our own homework but to a bizarre degree in there. So, so Grok was looking at the, the frequency of GoFundMe campaigns for charities as a way of determining whether they were a good place to give. They first off, are meant we are meant, we are analyzing its responses across all of those causes, right? Every single cause, every single chance. So across all of those tested areas, we were seeing that it just surfaced that the user should go find and look. For someone in that cause area to donate to on GoFundMe as a point of helping that particular cause. Why that happens, you can speculate, but actually, you know, it’s training data set. There’s a lot of people that go on to X saying, hey, I need money for this, go, you know, fund me and GoFundMe, and that type of link and that type of cause might be overweighted, plus potentially an underlying, um, frankly baked in mistrust of institutional organizations. That’s a bias. Grok Grok had a, had a bias for GoFundMe campaigns. They all have a bias. Right, let’s talk about some of the biases, yeah, because, because this gets to what The large language models think of your nonprofit in the, in, in some of these biases, and then, of course, we’re gonna talk about what to do, how can you Enhance your AI brand footprint. In, in light of what we’re learning from the survey. So let’s talk about some of these biases like size, the, the, the ones that I, the ones that I saw, the, the, the results, these were. I don’t know, maybe not. 100%, but these were very large charities. They had large digital footprints. Yeah, in in most of the cases where we then do a sort of top 10 breakdown, we have a like a herding effect where it is the the larger, more well-knowns, uh, are at the top, you know, you look at the environment we end up with, uh, just using that as one example, the environmental mentions by model like on Gemini, the top two are environmental defense fund and the Nature Conservancy. And then on Anthropic, which is Claude, World Wildlife Fund comes up first, and the Nature Conservancy, Nature Conservancy wins on Open AI uh on Grok, World Wildlife Fund wins on Perplexity, the Nature Conservancy wins. So you see, it’s like the sort of jockeying, but those are massive organizations and you have to go down pretty far to you get to something like an Earth justice or Oceana or um. I’m trying to find like Arbor Bay Foundation, which is just not small, uh, defenders of wildlife, you know, coming in at the tail. Those aren’t the household names. Nature Nature Conservancy, World Wildlife, or well, yeah, um. All right, what other, so size, so, so our listeners here are in small and mid-size nonprofits. They are likely not in any of the environmental causes you just named specifically, and they are very likely not in any of the biggest names in any of the 12 cause areas that that you evaluated, but. I hasten to add there are things you can do. We’re gonna get there we’re gonna get there it’s coming. The fear not, as Grandpa Martin Eti used to say. Nunjawari In his, in his New Jersey Italian accent, Nunjawari, there are things you can do. It’s time for Tony’s take too. Thank you, Kate. I have a new tales from the gym. There’s a woman who’s been coming to the last. 3 classes, uh, that I take every Tuesday morning. It’s the only class I take each week, just, I just go to this one class. And she’s, uh, she’s quite active, she does, it’s an aerobics class, she’s does all the weights, she does most of the moves, you know, like we’re stepping back and forth or side to side, things like that. She’s, um, she moves pretty well. I, I, I have my eyes on her because uh she stands right in front of me all three times. She’s been right in front of me in class. And the thing is, you know, she, she’s got all this activity for the hour long class. But she’s on supplemental oxygen. She’s got a tank down next to her and the tube and the cannula in her nose, the whole class. So there’s some things she can’t do like she can’t step too far forward or back or side to side because the tube isn’t that long, but she moves enough and she keeps up. You know, like, yeah, I can’t help but see her. You know that just makes me think, I mean, if the woman with supplemental oxygen. Stays energetic through this hour-long aerobics class. Anybody, almost anybody could be working out. There, of course, there are people that are. More compromised than just supplemental oxygen, but. You know, anybody who’s not on, on oxygen, uh, we all could be working out to some degree if if this woman can do it. So she’s, she’s, um, pretty amazing, pretty, uh, uplifting and encouraging. That’s another tale from the gym. That stories take two. Kate I don’t know if you follow like gym, TikTok or anything on like Facebook or Instagram, but now I’m seeing a lot of fitness instructors coming up with different um workouts that are seated for people with maybe mobility issues or any sitting down um disabilities. Um, but that’s great that she can get up and do it and enjoy it and still be active with something that’s probably heavy, you know, to carry around. Yeah, well, the tank is, but it lays on the floor. Yeah, I, I haven’t seen any of that on TikTok or Facebook or online, but I, I have seen chair yoga. Which is, that’s for older folks who do have mobility issues. Balance, you know, balance could be an issue. Uh, there is chair yoga out there. We might, I don’t know if we do a chair yoga class in my little beach town, Emerald Isle, but I, I’ve seen chair yoga. But yeah, the woman is, um, is greatly uplifting. Yeah, she’s uh. She’s moving. It’s awesome. We’ve got Boku butt loads more time. Here’s the rest of your AI brand footprint with George Weiner. Other biases, what, what other biases did you find in our uh Our large language model friends. Our large language model friends, this kind of surprised me. I don’t know if you can classify it as a bias, but it kind of getting back to the herding effect, but in the number of charities mentioned, like the unique number of charities mentioned really surprised me between the cause areas that we go between. So something like the environment or poverty, there was a range like unique nonprofits mentioned across all of our sampling of 127. OK, I then go to something like cancer. And there’s a 30 organization spread that is massive. I was shocked. I was like, shouldn’t they all just probabilistically find a large number of things? There’s extreme herding in certain cause areas and action step that you might use here is actually do this type of research for your own backyard. Abstract, pull back and say what kind of question might somebody who’s caring about my cause area and my locality put in to find the most effective, best run, greatest places to give for X, and see who shows up, but remember you want to do this on a like incognito, not influenced by your own GPT if you are paying for it, I’ve trained it, you want to actually have it from a cold start. That isn’t biased by your bias and your information because then you’ll be like, obviously you’re the best mirror mirror on the wall, like, hold on. So does that mean you shouldn’t even do it from your your nonprofit, your your office browser? Is anything that’s passing in information to it, like geographic is fine, but I would say any other things that are passing information are essentially tainting it and tilting it toward something that’s more relevant to you when in fact, You want something that is better reflective of the underlying biases and approaches of that model to sort of explore it. We actually use direct to the API calls so we know exactly what information we gave it and exactly what we got back and could kind of like clean out the clutter, so to speak, of any customization going on or cache information or browser um influencer. Here’s a tip. Actually, no, here’s a very, very hard tip, and you’re like, I don’t know where to start. I want you to go to the site open router.AI. And that will let you just mess with whatever model you want and see what happens with you getting full control over the data that are being sent. Router. What does this do? Just look for router. Yeah, yeah, yeah. OK. All right, so that’s a, are you saying that’s like a safe place that that’s it’s less likely to be tainted. It will let you test different models side by side in a way that is safe in this land and gives you control over more of the variables and it’s really like kind of elegant for side by side comparisons. OK, OK, very good. All right. Um, All right, so Let’s move to, um, you know, what, what small and mid-size shops can do. Now, part of what they can do is what you are doing at whole well with AI brand footprint. Which I am helping you to do. I am propagating this for you. So explain what I, go ahead, you flesh out what I just said that I know you’re doing that we are helping you with. Uh, by the way, thank you for reinforcing AI brand footprint. Why we keep using this term is because it is a concept that we created at Wholeal to explain what’s going on when you’re discussing this ecosystem of information that AI is talking about and representing your brand on. You’re not getting a lot of data about it. But you know it’s happening. You’re starting to hear maybe somebody in development department be like, you know, they heard about us from, uh, they said from chat and it’s like, oh, that’s interesting. There’s a whole ecosystem out there and we’re just sort of, uh, scratching the surface of it with this study, but you should begin to care about what that footprint looks like, what’s influencing it, how big it is, if it is growing, or if it is shrinking. Why I am focusing on and why I love the fact that we’ve mentioned it like 17 times now is because we are trying to put this concept out there, imbue it with meaning and connect it to us so that when, not if, and it already happened. That Google overviews, that’s the little AI answering when we do Google searches, talks about this concept. It attributes it to us, it surrounds it with our lengths and our language rather than literally stealing it and just throwing it into the soup that is the overall. Uh, you know, word salad of the AI systems. So to pull back, how do you imbue with meaning, own concepts and encourage attribution? There are some number of tactics, but that is the game we are currently playing and laughing about as our inside joke here. Exactly. So we’re not gonna leave. Nonprofit radio listeners, you know, wondering what are some of these tactics? How can you Create something around your work that’s unique, will be attributed to you when, as you said, when not if the, the, the large language models find it. How do you How do you identify all this, bring this all back to you and your site, your work? Because you’re doing this is exactly what whole whale is doing with AI brand footprint. There I said it again for you. It’s gonna be in the, it’s gonna be in the transcript. It’s gonna probably be in the show note. This what, what, what tactics can we all learn from what you’re doing at whole well? So the content that we used to write for AI engine, for for SEO search engine optimization is dying. The idea that all I have to do is answer a question accurately and I’ll get credit is dead, because also if you realize that the AI could answer the same FAQ question, generic, hey, how many. Uh, how many ounces are in this amount of thing like that information has been commoditized and will no longer bring you traffic. Your 10 facts about this issue is not going to work anymore. What will work are first party data. What kind of information can you bring to bear on this topic? Have you surveyed your audience? Another way to think about it is according to whom? Is there a testimonial, a statement that can be attributed to the CEO, to the founder, to the stakeholder who received the service, because when AI comes and summarizes and takes that content, it actually is sensitive to uh trademarks, first party data attributes. and saying, oh, according to the local animal shelter or youth center leader that this is the thing you’re like, oh, that’s tied and anchored now to something that the AI will respect. I think there’s a lot to unpack in there, but hopefully you begin to see the nuance. This is all about optimizing content. For the, the AI tools, right? You’re, you’re, is that, or this is a subset of optimization. It’s a way to make sure AI respects the source attributable to the content it has scraped and taken from the site. More and more we’re going to see increased traffic from these AI bots that are coming to, you know, answer somebody else’s question and maybe they show where that information came from and maybe they didn’t. And in doing that, these are the initial phase of tactics when you create your content and also, frankly, it’s putting The human back in the content, like the stuff I think we may look back at writing of uh the how to like tie your shoe content like because it gets traffic was not that relevant to our organization like the, you know, 15 cutest cats to promote our thing really was only getting people on a very high level to maybe browse through our site. So this is hopefully return to real content. OK, but that had value. Um, the, you know, the 15 cutest cats. All right, well, well, let me take a look at this shelter. Maybe this is a, if it’s, if it’s a local place, maybe, uh, maybe I’m looking to adopt, maybe I’m looking for a place to volunteer or obviously maybe give, so that, I mean, as, as a, as the beginning of a pipeline. That had value. It probably still does have, it does still have value, but what, you know, what you and I are focused on is the, the AI. Evaluation of your work. And from that perspective, the 15 cutest cats. Not valuable. It won’t drive attention. I mean, we are still humans here. This is where Tony voice is like on your shoulder. No joke, like cats. OK, OK. However, the fact, the nuance, the difference here is that you won’t get the attention you used to for that article. It used to drive attention. Without attention, you’re not gonna get the 1% of those people sticking around and giving you their email, of which 1 out of 10 makes a donation. That flow of traffic has been severed and is in the process of being severed, and you can see this action step. Look at your organic traffic year over year. It is at best flat if not going down. Even the smartest folks playing the game are publicly saying we’re in trouble when it comes to organic traffic. So that game is like, we’re on the decline. Uh, to come back, does that make sense? Yeah, yeah, it does. Um, that is, that’s what I’m talking about, it’s a source of organic traffic. But I’ll play the cute cat game if you want. So let’s say I’m sitting there and I’ve got like a a cat shelter, like, OK, uh, how could I turn this into something quotable, something from, uh, AI won’t steal or if they do, they’ll attribute it to me. Well, maybe back to QAs, I could actually do a study of over the past quarter actually. 70% of the cutest cats, based on my cuteness score versus ugly, cute or ugly, were adopted, yet 90% of ugly cats don’t get adopted. And suddenly I’ve got first party data that you collected, you surveyed, you did it is wildly interesting because I’m like, what’s an ugly cat, right? And now you’re playing the game because when AI comes it’s like according to the Long Island local cat shelter, ugly cats don’t get adopted at a rate of 90%. That’s right, that’s a very great. OK, OK, that’s an excellent example. of, of this, the tactic that we’re talking about. Please, if you go out there and do an ugly cat survey on a rate of adoption, please send it to me cause I think I’d be curious. What’s an ugly cat is the greatest question. You could you could use AI to make the determination so that way it would save you from the whole like internet fallout like according to this AI and how cute is this cat from 1 to 10? You can blame it on AI. OK, you, you mentioned some other things, uh, testimonials, quotes from the CEO, you know, all again, all it’s first party attributable to you, so, so then in and I’m gonna use Google too because that’s the, the primary search engine that people use. So in that Google summary. Powered by Gemini, right? This is all Gemini results that we get when we see the Google doesn’t say AI summary or something like AI overview AI mode. They’ll change it next week, so fine. It’s Gemini. It’s, it’s Gemini, correct. That’s the underlying model you’re correct. So we, we want to get attribution. I mean we wanted to say from whole whale from the Long Island cat shelter. Correct. You wanna be the authority that pops up on the side so you do in fact get a potential click and brand impression associated with the topic of someone saying like uh why do ugly cats not get adopted? Where do we put these testimonials in quotes? They’re basically embedded on your site, right, writing your content, right in line, um, you can use quote tags, you can use uh what’s called schema markup to make sure that when the AI is reading it. Uh, it is more quickly attributable, and in those testimonials, like you can just also just make up quotes like I now have to come up with some sort of clever thing to say, and I think for the AI study, I literally put in there I was like I have to come up with something. So I was like, alright, this season, AI will determine giving more than any other in history, like it’s a little. Over the top and like a pretty safe statement but I said it, I quoted it, I shoved it in with a quote tag inside of there and now that’s one of those attributing factors. There’s another big thing I wanna touch on, but I wanna make sure that makes sense. Uh, it does, but all right, so remember your big thing, but you are in jargon jail for scheme, you are in jargon jail for schema markup. I’m gonna bend up there somehow. Uh, the schema markup is, uh, little HTML tags in there, so behind the scenes, like if I want to make something bold, I put a little B tag on it. Every P tag has that little spacing. H one tags make it at the top header. This is just another one of those types of tags in the system that the machines read and understand more quickly what’s about to come and what lives between the open and close of that tag. OK, very good. All right, you’re out of jargon jail and listeners, the, the person who does your website will know exactly what we’re talking about. This is HTML. AI will know what you’re talking about if you literally, this is an amazing thing. Like your expert is the say, hey, teach me what I need to know about Schema. What, what would I need for schema markup of this page? You can ask AI and it is you’re ready to go developer on that front. OK. The This is the thing that these are the things that concern me. This is where we get into creativity conversations. What was your other big point? The other big point is something that has dawned on me and it kind of, uh, it sucks, technical term, because I’ve realized a lot of my writing is being. Commoditized and is not going to be found by people, it’s going to be summarized. And what I realized is where do we go to be uniquely human, where do we go for trusted information and more and more it’s going to be, I think in audio and video, video that is harder to fake, not impossible, but much more unique, a little bit more messy and so for your tentpole content, your main focused content. You have to have a video associated with it for a number of reasons, including the fact that YouTube is the #2 search engine, including the fact that people are now going to say like, I get that all this text I’m looking at is all like AI driven. I want to hear a human say it cause at least that human had to read it before saying it and letting those words out of their mouths. And third, because it is also showing up very, very clearly in those AI overviews right below, they’re giving video answers to the textual answer that AI gives and then they are having the good old fashioned links which are going to go the way of the yellow pages, I think. So we’re talking about side by side content. Part 111 part is for the humans and the other is for, is for the AI models on our site, you’re talking about videos, videos for the humans, mostly, although AI I understand the, the AI summaries are they’re, they’re finding the video and, and promoting those for you if they’re on point. But then there’s the also, but there’s the, there’s the AI. Needed content like side by side. We’re not talking about having to, I mean. Yeah, I, I, I, isn’t that what we’re talking about? 22 different levels of content, one for, one for the machine and one for the, for the humans who do come to your site. I’m beginning to believe that we’re probably headed toward the, the text of your site is more of like a database for AI to reference and so what is it that you’re going to create that is uniquely human communicating in that way is going to be video. For now, uh, because that, you know, is, it is also getting the lift on these other platforms. It is showing your brand, your people, and your message in your words as opposed to AI summarization of its spit back out in text, sometimes it’s attributed to you, sometimes it’s not. There’s no way to sort of like just sort of like stealing video the same way you do text. So I’m really Emphasizing and have been for a while the library of content that rides alongside my written content, which you know I try a little hard out on but I, you know, make no illusion that AI isn’t literally copying it and shoving it into its system and answering the questions that used to drive attention for us. So how do I play this game? I look at the data, I look at, right, it seems that it’s still on YouTube searching. I can embed it on my page so I increase engagement on my page when people do in fact go there, which is a positive signal in the land of the Google and old SEO and current. So it is a way to think about when we’re talking about your AI brand footprint, it’s a sort of adjacent because of the way Google is showing it and the way that everyone else also copies Google, so like in perplexity, which is a. Kind of Google competitor, I think for AI based um discovery of information and searching. Um, they are all sort of playing this game of amending and appending the relevant videos they find to that topic. OK, this is um. Uh, to me, this is as revolutionary as when back when we were saying you need to have a website. Yeah, this is a big phase shift. This is the yellow pages to website shift. I I don’t make that out of just sort of a throwaway statement. It is a big change and we’re in the middle of it. And so that is also one of those reasons I try to uh rant as much as possible, but wake people up to the type of content you’re about to create. You got a content calendar. Alright, we’re gonna map out 2026 and here are the like. 36 articles we’re gonna write, I’m like, take a beat because I think if you continue to write the way you used to and create content the way you used to, you are um. You’re creating another listing on the Yellow Pages. I don’t want folks wasting their time in that way. And also this should not be a surprise, but if you are using AI to write all of your content, why do you think AI is going to surface what it already wrote or what it can already answer? On your website, it is, you know, you don’t have to think that hard to be like, oh wait a minute, the hundreds of millions of people, like 10% of the adult human population on this current planet we are on uses AI to answer these questions like they’re, you know, you’re disintermediating yourself, you’re removing yourself when you simply press copy and paste from AI and by the way, people can tell when you’ve written it in a lazy way. Oh, that’s huge. That see you I wanted to, I, I. You were, you were given like a perfect summary. I thought, oh, this is a good place to end. I’ll just say that’s George Weiner, Keith Whaler and I’m out. Then you opened up, yeah, but then you opened up and, and by the way, um, you’re, you know, people can tell, yes, yes, uh, we’re still human here. And I don’t know. I, I’m not, I’m not saying that I’ve spotted every bit of artificially and artificially developed content that’s ever come across my screens. I’m not saying that, but. There is a feel of fakeness. To artificially generated. Paragraphs Yeah, it, you know what’s interesting? The human’s ability to do pattern recognition is tremendous. It’s, it’s unbelievable what we’re able to tune our attention to and what our brain simply learns behind the scenes, like we can now smell an AI generated image of it. We can smell the AI generated text, maybe it’s the vivacity, maybe it’s the uh unusually accurate cadence of number of words per sentence. There is something that you pick up and we are all collectively building. This ability to see it and maybe I’ll take a step back if you don’t believe me in our amazing pattern recognition. I want you to think in your mind of a stock photo of the following successful business person shaking hands and you’re like, it’s like you could smell it. It’s just the way it’s image focused cropped and it’s just generic humans doing business thing. The same way you can spot stock, we can now and are building that muscle, that pattern recognition for AI slop, work slop, whatever category of a bunch of AI generated texts, which is why it’s also fun talking about this new phase of like putting the human back in, how do you do that with video? How do you do that with testimonials, how do you do that with actual first party data? Like, I used to waste tons of time writing like very, very long articles and thinking and researching. But like Google searching and pulling back information, instead, I threw all that away. I spent all of my time doing this AI study to be like, I, I get to like geek out on this topic, go way deep. And then put that out instead, so like you’re just channeling your energy of creation in a different vector. I think your uh ability to spot stock photos analogy is is is spot on too. All right. That’s I think that’s very valuable, George. Well, we were here to make sure your audience didn’t walk away with panic. I feel like a lot of conversations go to this like hand wringing, what do we do next? So you have some takeaways. You got a lot of tactics. Uh, let’s let’s give one more shout out AI. That’s the research that’s the proprietary first person data that you’ll find at wholewhale.com. Go, just give him a break. Give him, give him some organic traffic. Just go to wholewhale.com. Don’t, don’t not click through from anywhere, just, just type in Wholewhale.com and go. Do it for George. Let’s see, let’s see if he gets a burst in, uh, in, in the month of October. And you’ll find George at uh on LinkedIn. He and I are very active there together, uh, just, you know, valuable content, George, then valuable, valuable ideas here. Thanks very much for sharing all this. Uh, thanks for giving it a larger audience. Next week, HR for non-HR professionals. OK, that, that, uh, that was supposed to have been this week, but George Weiner came in and he’s related to 4th quarter. So that’s why I squeezed him in because it’s the first show of the 4th quarter. So that’s the explanation, uh, ordinarily I would blame the associate producer, but this time, just this time, uh, it was, it was my own, my own. Uh, I would say rather savvy decision, but it was my decision, however you might characterize the decision, I made it. The savvy decision. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for July 8, 2024: Improve Your Communications With AI

 

Carlos MoralesImprove Your Communications With AI

Carlos Morales, from Viva Technology, shares how to use specific ChatGPT prompts to accelerate your written drafts; optimize your messaging for clarity and audience; and, personalize your outreach as you maintain a consistent voice, tone and brand. All through artificial intelligence. (This was recorded at the 2024 Nonprofit Technology Conference, hosted by NTEN.)

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with dysphasia. Not last week’s dysphagia, dysphasia. If I had to speak the words you missed this week’s show. Our associate producer, Kate is away this week. It’s all me. We’ll get through it. Hey tone. Oh, sorry. Continuing our 2024 nonprofit technology conference coverage this week. It’s improve your communications with A I. Carlos Morales from Viva technology shares. How to use specific chat GP T prompts to accelerate your written drafts. Optimize your messaging for clarity and audience and personalize your outreach as you maintain a consistent voice tone and brand all through artificial intelligence. I’m Tony Steak too. Giving usa why do we have to wait six months? We’re sponsored by Virtuous, virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box. I’m channeling Kate fast, flexible and friendly fundraising forms for your nonprofit donor box.org. This isn’t so hard here is improve your communications with A I. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC. You know that that’s the 2024 nonprofit technology conference. And we are in Portland, Oregon at the Oregon Convention Center. We’re sponsored here by Heller Consulting, technology strategy and implementation for non profits. With me now is Carlos Morales, digital marketing strategist at Viva Technology. Carlos. Welcome to nonprofit radio. Thank you so much. I’m glad to be here. Pleasure. Thank you. How’s the conference going? Are you enjoying? Oh, I’m loving it. This is very good. Is this your uh this is actually, this is my second one in like in the last 14 years. And so it has been a while. It’s been a while since you came, you miss them. I mean, NTC is a very good conference. It is. It is, I mean, great, great information, great sessions and great networking opportunity, meeting awesome people learning from a lot of people as well. Yeah. Have you done your session? I did, I did yesterday. People learned from you and now you’re learning from others as well. This is the community, the N 10 community. It is. It is. And uh your session that you did yesterday is accelerating nonprofit communications draft, refine and personalize with A I, correct. All right, personalization. It’s possible. It is, it is. Well, give us the overview first. Why, why did you feel we needed this session? Sure. Uh Well, as you know, A I is sort of actually now the uh the talk of the town, right. And so a lot of organizations are using A I or want to learn how to use A I to actually communicate better, to market better and to reach their audiences better. And so it’s a great tool. It allows to save, uh save us a lot of time. It can give us great ideas and how to do our job better. We can be more efficient. And so the whole purpose of decision is actually to give practical tip hands on uh tips and how to use chat G BT in this case, uh effectively for nonprofit organizations uh create some efficient and effective communication strategies. So, yeah. Alright. So uh you say, you know, draft, refined and personalized. So why don’t we take those in order, drafting comes first before we’re writing? So what’s, what’s your advice around the use of A I drafting? Sure. So when we’re talking about drafting, communication is basically let’s, let’s uh let’s talk about CG BT as being the tool that he actually we talked about yesterday. It’s going into chat GP T uh and prompting or giving instructions to cha G BT on a specific task. For example, help me write an email about fund raising for my donors. Um And you know, I want this email to be very uh to have a grateful tone. Um And I want you to cover, you know, mention all the goals that we were able to achieve based on our fundraising strategies. It’s just, it’s just a simple prompt. This is a simple instruction. Now, Judge GP T is gonna come up with, OK, here’s the email based on the instruction that you gave me as you actually read the first draft of the email, right? What you’re getting is basically, that’s the first thing that’s the draft based on one instruction, the email comes up and then you’re gonna actually now refine it. But the whole idea right now is just to start getting some ideas, brainstorming and what would be the best email I can send out to my donors? That’s it. So I’m just giving you one instruction, you create the task and then from there we’ll go and improve it. So that’s the draft piece and, and we’re gonna, we’re gonna, we’re gonna improve it with future with additional instructions exactly in a prompt. And so that’s when the refining piece comes along because then as after I looked the draft, I can say, well, this is great, but I want you to be more specific. And so, and I want you to address the donors that actually donated between five and $10,000 for example. Um and I want, and I wanna make sure that uh you know, as you were thinking them, I wanna make sure that we actually put a link where they actually can go and click on it so they know how their money is being used. So now we’re actually adding more instructions to be able to actually refine that email. Now, maybe the first draft was not what you wanted. Maybe the first draft was too vague, too general. Well, the refining piece is giving more context, more detail to cha GP T. So you can actually get better results and you go from there. So this is obviously an iterative process, you know, using A I in G BT or any other language model is not a one time thing. It’s not like giving instruction once you’re gonna come up with, you know, with the best idea, the best email, the best marketing communication is not gonna happen. So you have to continue talking at it providing the context or the additional information for that, you know, for cha GP T to give you the best result possible. OK. Yeah. So you know, we’re talking about prompt engineering, which is a fancy way of saying, you know, learn how to talk to A I by giving actually the right prompts the right instructions. That’s what that is. And we had a session yesterday, a conversation about prompt engineering with uh with two other guys. Um All right. So is that enough? I mean draft refine and then personalize right, the personalized piece though, after you are refining after you’re enhancing your communication that email. Now, we wanna make sure that we are personalizing, right? Remember that I said donors that actually donated between five and $10,000 that piece of it. There you are segmenting you are, you are sort of actually personalizing your message to a specific specific segment of your audience, right? Because the language that you’re using is gonna be different for someone who probably donated about $1000 right? Because that money might go to a different cost. And so that’s the personalizing piece. The other thing too is that you can actually train cha GP T to adopt the tone, the brand voice of your organization. For example, you can actually give them documents, you know, past emails or a specific flyers in which you say I want you to look at the way that we have written this communication pieces to donors and I want you to actually adapt or a adopt that specific tone into the email. So that’s where the personalization and keeping your brand voice comes in. So that’s, that’s the piece about personalizing it. But you’re gonna, when we talk about personalizing it, it’s pretty much talking, you know, we’re talking about let’s let’s communicate with a specific type of audience. No, in this case, we’re talking about donors, it could be parents, it could be youth, depends who, who, who your target audience is. Yeah. OK. And right. And the personalization also comes from you giving it text to train itself to you, to train it to adopt my tone. Use this ii I don’t know, use some of the maybe use the language of the second paragraph, you know, or things like that. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. This is uh it gets a little tiring now back to improve your communications with A I I think we’re doing OK though. Uh you mentioned a link. Now, how would we a link? So donors can see how their gift was used. How’s that gonna work? So basically, you can actually do that. You can actually say well and I want in the email to for them to go to my website, give them, give it the URL, give it to your RL and then that will be included in the email that Chad G BT generates. Alright, I mean uh there must be more to talk about because you had a session we just did draft or fine and personalized. Um What what what, what more, what more do we need to talk about? Sure. Well, I think we look what we’re talking about actually communicating with JG BT. The whole thing is about prompting is actually about, you know, making sure that you know, exactly or you learn how to actually talk to it, give the right instructions. So one of the things that we talked about is OK, we actually came up with a basic structure, right? In other words, first thing that you wanna do is actually just state what your uh goal and the communication type is. So in other words, if you’re asking to write an email, that’s a communication type, the goal is to actually raise awareness about a specific, about a specific cause. You wanna also give context, tell cha GP T why this is important. You wanna also highlight the audience who is the audience going to be. So in other words, if the email is going to donors, that is my audience, you know, donors that actually donated between five and $10,000 for example, right. And what’s the call to action when I want them to actually go to a specific website for them to actually see how their money, how their funds are being used So that’s the structure, right? Basic structure that a prompt should have. When you actually have that structure, then you actually come up with a very good draft. In fact, we actually put it in practice yesterday. And when people actually saw that email, the first draft, they say, well, that’s a pretty good one. So when, when you actually come back into an editing mode, you’re refining it. Obviously, you spend a lot less time. Why? Because you were specific in the first try. If the promise to beg you’re gonna come, you know, you’re gonna have an output, you’re gonna have an answer more, more generic. So you’re gonna end up editing a lot more. So that’s the whole, that’s the whole, uh you know, kind of the whole idea is to actually learn how to talk to it. Now, I’m just mentioning, you know, email, but you’re gonna use it for marketing, how to create effective social media post. You can fact give it a, you know, if there’s a social media post, for example, either from your organization or another organization that actually has created a lot of engagement, you can grab that post, give it to chat GP T and say this post generating, you know, 25 shares had about 1000 views, whatever, whatever the metrics that actually you get from that post, you feed it to chat GP T and say I want to create something similar. But my audience is Xy and Z right, please adopt the best practices that you found from this post to generate one that is actually gonna work for me. Do you need to say please, you know, GP T just do it right. So it’s interesting because we, we, we were talking about it and one of the decisions like, well, you know, che GP T appreciates when you are polite and say please and thank you because you know, there’s been some research where this actually shows that when you are polite, you know, it’s end up producing better results for you. There’s research. Yes. However, however, the nice thing about this, you can actually read all this research in the world, but you can actually test it yourself. Is there been instances on my, on my end where I haven’t said please and then the results versus versus an instruction when I say please doesn’t change much. OK? So in my experience, you know, this is, this is one of the things that I’ve done. I get frustrated with cha GP T and you know what I’ve done is like you did not do what I asked you, you are making stuff up, you’re hallucinating because that’s the term that we use. So you’re making stuff up, please. OK. Revise the instructions and pay attention to details. All right. So I use the, please, then I draft the same prompt, same instruction without the plea and I pretty much get the same result right. There’s some instances when the results varies. A little, a little bit, right? But with a GP T, I’m gonna be honest with you, you can use the same prompt right now. Uh And then 10 minutes later you get a different, a different, um a different result. I’m gonna give you an example. So yesterday, someone asked at my session, OK, what happened if you actually say to chat G BT, write this email based on the target audience, you give it an audience and, and, and, and, and all the criteria. But then for the second prom, you say write an original email. What’s the difference between those two? Actually, there’s none because when you’re asking chai to write something, it’s going to be original. He’s actually creating the text for you. All right, you can edit it, you can change it, you can go back and forth, right? So, so we tested it out. So we tested it out. And so basically, we’re asking the same thing and one prompt, you know, uh we didn’t say original, the other one, we did. Obviously we had two different answers, right? Because because just one word that we changed now, what happened when you actually use the same instruction? The same one, no changes whatsoever, identical prompts, we also get different answers, but they were close but different answers. Here’s what happens when you can grab both, both of those answers. And you can say, oh my God those are good. What I can actually take from each of them to make one that is actually better and what you can do, you can give both answers to Cha J BT. And I said, I like both of them mention what you like about it. And now I want you to create one final email based on the instruction based on this criteria to make sure that is the best of the both versions that you gave me. So see all the things that we can do with it. And I’m just talking about text based, but we can do a lot of stuff, we can ask it to help us create prompt, to create images um to analyze data. Um You know, for nonprofits, for example, yesterday, we talked about let’s talk about different roles that you have in the nonprofits, right? You have a grant writer. How can you use a GP T to actually write a grant that’s very useful, you can actually fit in the whole information of the grant application, right? And then you can actually give a specific instructions and to tell you, you know how to actually answer those sections from the grant application with the tone of your organization. Make sure that actually highlights or give more importance to some of the sections of the grant of the grant application that it needs to be given importance to. But making sure that it maintains the whole brand’s voice, right? Obviously, it’s gonna come up with an answer. It’s not gonna be a perfect one. That’s where you actually go and start refining it and going back and forth. That’s, that’s just one, you know, one practical way of doing it. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location so you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers. Just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. It’s time for Tony’s take two giving USA. Why do we have to wait six months for a report about fundraising the previous year giving USA comes out each June 6 months after the end of the year, we used to have a far far superior product. It was the Atlas of giving longtime listeners to the show. May recall that the Atlas of giving Ceo Rob Mitchell was on the show several times, usually maybe always in January because the Atlas had and he was announcing the report on fundraising from the previous year in January. And on top of that, very importantly, he came with the forecast, the quantitative forecast of fundraising for the coming year and he had this report from the previous year and the forecast by sector, meaning nonprofit mission sector. He used to say, sector source, the source of the giving and state state, he could break down giving by state. He could tell you that last year, what the dollar amount was of arts fundraising in the state of Wisconsin. And in the forecast, he could tell you what the religious fundraising is going to be for the coming year in the state of Maine. That’s how robust and detailed and sophisticated the Atlas of giving was giving USA doesn’t even come close to this and we have to wait six months for it. And the forecast you get from giving USA is qualitative like uh the election and inflation and donors perceptions will impact fundraising this year. Oh What, what brilliant insight. So, so, so deep, the analysis and, and so actionable for us, it’s worthless. Uh OK, so what happened to the Atlas of giving? Uh it, it, it fell away, you know, so if, if I here I am saying it was far superior, why didn’t it survive? Well, the best products don’t always survive. Um In this case, it may have been underfunded. So the marketing and promotion was not adequate giving USA has its relationship with the University of Indiana and the Lily School of philanthropy which lends it uh undeserved uh credibility. And so, you know, puts those institutions imprimatur on the, on the giving USA product uh I believe it’s misplaced, but anyway, it’s there. So, but I, I really don’t have a complete answer as to why the Atlas of giving didn’t survive. I think the last report was 2017. So I think the last time Rob Mitchell was on was January of 2018 with the report from 2017, again, such deep analysis by sector source and state. And also, of course, then he had the forecast for 2018. I guess I’m voicing frustration and lament that we don’t have a better product. And uh I lament the loss of the Atlas of giving. That is Tony’s take two, Kate. No, of course, Kate’s not here. We’ve got just about a butt load more time this week. Here’s the rest of improve your communications with A I. Again, when you say use, use our tone, our voice, you can train it with your own text. You can even give it URL si mean, maybe a blog post or you can copy and paste or whatever. Well, and Tony, here’s the thing about it that you said give it a blog post. Somebody actually asked yesterday can actually, can I give cha G BT a link to my page? So he knows a little bit about me about my organization and ask him based on that information to actually write an email, making sure that he’s skipping that brand’s voice, that has a little bit of background of who the organization is. And use that when it’s actually drafting that email, right? And so, um, and you can certainly do that. You can certainly do that. And so, um, so it’s powerful, there’s so many things that we can do with it. You know, I’m gonna share with you a, a concern that I have that I shared with the, the, the two, um, the two technologists who were talking about the prompt engineering yesterday. And I’ve shared this with other folks too. I, I’m interested in your reaction. Um My, my concern about the use of chat GP T or any of the, the generative A I tools is that we’re, we’re seeing away our most creative time, which is the blank page, the creation of the draft. We’re staring at the blank screen. How do I get started? Um You know, where should I start with my ending or should I start with my call to action in the middle or, you know, but where that to me is the most creative that we can, we can be and then less creative than that is refining editing, you know, copy editing, uh proofreading naturally, you know. Um So, so to summarize it, like my concern is that we’re, we’re gonna become less creative, we’re giving away our most creative moment. That blank screen moment. What’s your reaction to that? You know, I don’t know what kind of answers you get in regards to that, but I have found myself to be more creative by using Chat G BT. And the reason why is because now I’ve learned how to be more effective at communicating and given a specific instructions. Not only that though, but as I’m actually seeing the answers, I start thinking of ideas that I actually can use to enhance the final product that I want from cha GP T. So in other words, to me, for example, if I’m looking, I’m gonna give you example, I did, I did my workshop yesterday. Did I use C GP T to create an outline for my workshop? What do you think the answer to that is, of course, I did have I done workshops before on marketing and social media and uh and technology. Yes, I have prior to chat GP T. What did I do to create an outline for a workshop that I was about to present? What do people do? You go to Google? Right? You do a little bit of research, you can come up with an outlet yourself, but then you go to Google and you start actually looking at case studies, you start looking at concepts you start looking at and then you start putting all the information together. What Cha GP T does is basically grab all the information that he knows that exist and actually put it in a package for you in front of your screen based on the instruction that you give it. That’s what it does, right? So, so to a certain point is like if I want to write an email, for example, I would say to cha GP T I need to write an email, right? Um Ask me clarifying questions to get more context before proceeding. That’s it. Then cha G BT will say, all right, you, I I understand you need to write an email. Now tell me who the audience is. What’s the type of tone that you wanna use in the email? What are the key messages that you want to convey? These are things that well, we, we already know that we need to write on an email. But what chat G BT is helping me is kind of actually be more organized if there are things that I’m seeing there that I hadn’t thought about. And then once I see it is, oh my God, I forgot this. Now, now chat G BT is prompting you exactly is prompting me instead of actually thinking and being a little bit more creative and how I can enhance that process. And so that’s the way that actually I see it. Um So I don’t think the creative process is gonna go away. What is actually happened with shifting and how to be creative in a different way by using technology. And so, and that’s, and that’s the way that I, that I see it. That’s actually I see it with the people that I work with and how we have applied A, I thank you. Creativity in a different way. Yes, definitely. Um What else do you want to talk about? We, uh we could still spend some more time. What, what haven’t we gone deep enough on or? Well, yeah, I think, uh you know, for nonprofits, for example, but this is the audience of your, of your podcast. It’s like the question is, how do we actually use a tool like cha GP T to be more efficient? Well, you know, I gave you prior examples and how it can help you save lots of hours. You know, one of the things that we talked about yesterday was like, you know, if you want to write a blog post and you want to write a blog post about um mental health issues for teens uh in your, in your local area, for example, and the purpose of the blog post is to educate parents and provide resources well, prior to cha GP T, you probably would think and you will look at the blank screen going back to your, to your concern and you probably spend about eight hours trying to write, to write a very good blog post. Right? Well, with J GP T, we can certainly actually spend between 2 to 2 and four hours and actually write a very good blog post. Now, what happened with the other four hours, the other four hours that I’m not spending now and writing a blog post can be used in the marketing piece of the blog post. Now that I have written it, what can I do to actually promote it better and making sure that parents actually get to see it and get to apply what I have I have written for them to do or the tips that are provided for them in terms of mental health and, and, and, and, and how to deal with that with, with their, with their Children, for example, with their kids. And so notice how technology now is being used more efficient and we become more, I mean, uh more efficient on time, but more effective in the way that actually we produce results. So those are some of the things that I think is important for if you are a for nonprofits, if you ask the question, OK, what are the number one thing that you want cha GP T to help you with a lot of people are gonna raise their hands, they’re gonna say content creation, how to create more engaging content on social media. For example, my goodness, you have these tools, it’s gonna help you do that, right? And so when we’re talking about, you know, uh you know, using a GP T more for the nonprofit organizations, you know, one of the things that I would say is like get good at prompting. But on the other hand, just yesterday, I was reading an article where prompting in a few months is not gonna be something that it’s gonna be needed because what’s happening is as this technology advances, um the la language model is actually by just giving an instruction, the language model is gonna be able to actually predict what exactly is it that you want. So, and so basically, it’s not gonna be, you know, you’re not gonna need to be more detail than necessary sometimes. And so, so it’s a dancing rapidly, right? You actually go and go to websites and grab uh you know, uh prompts library for any type of role that you want. And then what you do is just copy and paste it and edit it based on your own needs. Prompt library. Oh yes, yes. So you want you, you know, you copyright it. Yeah. If you actually are a graphic designer, uh data analyst, there are actually prompt libraries in which you actually for anything pretty much that you want, you can copy it and paste it, edit it as you see fit and it will allow you to get more results faster, right? And so, so, you know, for nonprofit organizations, one of the things that I say is like, let’s get good at the basics first. If you get good at the basics, you’re gonna, you’re gonna see right away. Very good results. You’re, you’re gonna actually produce some tangible results, great results for your organization and then you’re gonna be able to now promote, better, communicate better. Um you know, if you are using uh cha GP T to create content on social media, you’re gonna be able to actually see the results of that by the content being more personalized, remember, personalizing and refining. And so those are the things that I think will be beneficial for fund raising. My goodness. If you’re, you’re fund raising and you have a database of donors, you feed that to cha GP T and you start segmenting your donors based on the amount of money that they actually have given you. Not only that, then you personalize that email, like I told you at the beginning based on that, not only that those that are actually have not engaged with you or for some reason, they haven’t donated with you in a while. How do we re engage them? How do we make sure that we remind them of the cause that at some point they actually, you know, believed or they engage with us at the first, but they haven’t done in a while. How do we re engagement? How do we actually make sure that actually they, you know, they donate, they come back. So look at all the great benefits that you can actually as a nonprofit can reap from this technology. It’s just knowing how to use it, right? It’s key. But you know, but as you, as you’re learning how to use it, the creative, the creative actually thought comes to you and say, oh my God this is just one tip of the iceberg. Now we can do this, this and that. So that’s what I say is technology for me had to allow me to actually be more creative in the way that I do things. All right. Yeah. All right, Carlos, we’re gonna leave it there. All right. Thank you so much. My pleasure. Thank you, Carlos Morales, digital marketing strategist at Viva Technology. Thank you very much again for sharing, Carlos. My pleasure. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of 24 NTC where we’re sponsored by Heller consulting, technology strategy and implementation for nonprofits next week, exploiting conflict and intuition makes better products. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous. Like I’m 14. My voice breaks, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box. Outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Love that alliteration. This does get a little tiring doing my per one person. II, I must be out of practice doing it by myself. It’s been over a year. Our creative producer is Clare Meyerhoff. I’m your No, no. The show’s social media is by Susan Chavez Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for April 17, 2023: #23NTC & Building An Inclusive Board Culture

 

Amy Sample Ward#23NTC!

Amy Sample Ward, NTEN CEO

Amy Sample Ward kicks off our coverage of the 2023 Nonprofit Technology Conference, hosted by NTEN. They cover the Conference details, and delve into weighing the benefits and risks of the fast-moving technology, artificial intelligence. They are the CEO of NTEN and our technology and social media contributor.

 

 

Renee Rubin RossBuilding An Inclusive Board Culture

Let us explore the signs and symptoms of your board’s current culture, and strategies to be more inclusive and equitable, if that’s something your nonprofit needs to pursue. Let us also dive into how to manage toxic people on your board. Renee Rubin Ross is founder and CEO of The Ross Collective.

 

 

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[00:00:11.08] spk_0:
Hello and welcome to tony-martignetti

[00:00:13.08] spk_1:
non profit radio.

[00:02:02.99] spk_0:
Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. We’re beginning our 23 N TC coverage this week. And, oh, I’m glad you’re with me. I’d have to undergo counter immuno electrophoresis if you opposed me because you missed this week’s show. 23 N T C Amy Sample Ward kicks off our coverage of the 2023 nonprofit technology conference hosted by N 10. They cover the conference details and delve into weighing the benefits and risks of the fast moving technology, artificial intelligence. They are the C E O of N 10 and our technology and social media contributor also building an inclusive board culture. Let us explore the signs and symptoms of your board’s current culture and strategies to be more inclusive and equitable. If that’s something you’re non profit needs to pursue. Let us also dive into how to manage toxic people on your board. Renee Reuben Ross is founder and CEO of the Ross Collective on Tony’s take 2 23 N T C. Thanks. We’re sponsored by Donor box with intuitive fundraising software from donor box, your donors give four times faster helping you help others. Donor box dot org. And I’m sorry, my voice is a little horse because I did spend so much time capturing interviews at 23 N T C. Here is 23 T C with Amy Sample Ward.

[00:03:08.83] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know that it’s the nonprofit technology conference hosted by N 10. This is not our first interview today, but I’m sure that this is going to be the kickoff of nonprofit radio’s coverage of 23 N T C where we and you’ll find out why very shortly where we are sponsored by Heller consulting to technology strategy and implementation for nonprofits. The reason that we’re going to do this interview first of the many 20 to be exact interviews from 23 NTC is because with me now is Amy Sample Ward. You know who they are, the CEO of N 10 and our technology and social media contributor, which makes them the grand imperial wizard and Grand Poobah of the 2023 nonprofit technology conference. Amy Sample Ward. It’s a real pleasure to see you in person. It

[00:03:25.91] spk_2:
is wild to get to see you in person after all this time. I know I, I am touching you and I think I need to update my, my business card. The uh I have a whole string of titles now, I guess

[00:03:28.75] spk_1:
well, to the extent you’re willing to put on your business card.

[00:03:33.04] spk_2:
This was all a

[00:03:43.27] spk_1:
joke. But nobody uses business cards anymore. So I’m not offended. Although there’s this little stack of cards, I’m trying to get rid of. Still some people take them. Yeah, there are some, maybe,

[00:03:45.35] spk_2:
maybe they’re really helpful. Maybe

[00:03:47.33] spk_1:
they’re all boomers. I don’t know. But somebody, somebody’s, there are people who would rather not just scan a code, would rather take a physical card. So I have

[00:03:57.10] spk_2:
actually don’t even have business cards. You don’t, I don’t have business cards no longer if I wanted to

[00:04:06.11] spk_1:
no longer. Okay. That’s fine. Well, then don’t add it to your business card. Um We’re at 23 NTC. Congratulations.

[00:04:11.57] spk_2:
Congratulations happening. We are looking around at a big old hall. There are booths, there are people, there are snacks.

[00:04:21.96] spk_1:
How many people, how many people are here with us in Denver? We

[00:04:30.14] spk_2:
have 1600 people here in Denver. 400. That’s a lot of people online. Four

[00:04:33.31] spk_1:
104 100 virtual 1600 in person. Yes, we’re feeding 1600 people toilet ng for 1600 people. Yes, we have, we

[00:04:43.17] spk_2:
have lounges, we have many parks. We have everything.

[00:04:47.19] spk_1:
Yes, there’s, there’s a quiet room, there’s birds of a feather rooms. There’s yoga. There’s,

[00:05:18.21] spk_2:
did you see the, the everybody yoga out downstairs earlier? It was beautiful. It was like 50 people and it was yoga. You don’t need to have ever done. Yoga before you don’t need experience for everybody. You know, there were folks who were in chairs versus sitting on the floor, you know, and everybody was just doing it all together out in that big foyer downstairs. Yeah. Yeah, it was, it was beautiful

[00:05:23.26] spk_1:
wall of windows.

[00:05:42.24] spk_2:
Yeah. I mean, we can be at a technology conference but I think, you know, we’ve talked about this lots of times whether it’s the NTC or, or just how we think about technology in general. It’s actually not about the technology, right? It’s about people and people being able to meet the needs they have and honoring that those needs are different for different people. You know, like there have to be a lot of different lounges because you maybe want a different lounge that I want, right? Like somebody wants to not be talking. Tony-martignetti wants to be talking, you know, like to

[00:06:08.22] spk_1:
talk. Yes, indeed. Right. So you, yeah, you take care of the whole person, you the NTC collective, the collective. Yes, the collective. Absolutely. Um Today’s keynote. Yeah, I don’t know which of the three I was interviewing

[00:06:13.50] spk_2:
this morning was no ball.

[00:06:15.34] spk_1:
Okay. What was, what was their message?

[00:07:16.99] spk_2:
She had so many different things to talk about. And one thing that I want to call out and that encourage people to maybe think about themselves and go follow, go find she’s written books. She has lots of ways that you can follow her content. But this morning, we talked a lot about technology as a social economic and political practice. It is it is happening, you know, it’s not static, it isn’t just there. These are, these are ways that certain economic issues, classes dynamics are, are, are actively being managed. These tech through technology power, social dynamics are being managed, right? Like those things have been baked in from the beginning. So when we think of and we’ve certainly talked about this before, like bias that gets built into a tool. It isn’t just I like orange and you like blue or something, right? It’s biased that some people will forever be able to better use that tool. It’s bias that some people maybe never access that tool. That um the, the idea that we are in surveillance systems all of the time and we are kind of being told these are utilities, we must all use these tools right there. Their convenience, they’re making our lives better

[00:07:45.95] spk_1:
safety and security are often uh just justifications. Yes.

[00:08:51.14] spk_2:
Yes. And even if, even if it does feel this is this is the point that made this morning, maybe it does feel kind of casually better that the ads you’re getting are things maybe that you actually would consider buying versus something that’s totally unrelated to you that is not worth you. Your data being sold, used, misused and deciding who you are, right? Some of some of our data being sold um and being used by other, other. Well, anyone that isn’t us is deciding, can you get alone? Right? Can you do? Are we even gonna, like, actually believe that you can graduate from college? Are we gonna let you in? Are we gonna hire you for this job? Right. Um, so it isn’t just this like, I think we kind of, um, anim eyes it or make it, make it so generic that it loses a little bit of its harsh reality when we think, oh, the data is out there but whatever, it’s like my purchase history and I like that they recommended a good product, right.

[00:09:05.44] spk_1:
Right.

[00:09:56.03] spk_2:
But, but that same data set is determining if you know, like Sophia said in the UK, banks are looking at social media to decide if they’re going to give you a loan. Does it look like all the people that you’re connected to our, like historically separated from any access to wealth? Well, we’re not going to give you a loan. Well, then that means we’re not using, we’re not predicting anything we are deciding with that technology, right? This isn’t predictive analytics, this is restrictive analytics, right? We’re using this to gate keep and to continue to oppress people. Um And I think a really big part of that conversation too was we everybody here at the NTC and folks that are listening to non profit radio are folks who are both the users impacted by that and organizations in a position to maybe not realize they’re playing a part in that, you know, like, maybe you’re sending all of your users into those tools because it was easier. Or you thought they were already on Facebook or even if it’s not social media, you’re using a certain product and you didn’t realize that

[00:10:23.67] spk_1:
because you didn’t do your due diligence around exactly their privacy rules. Jeez. You gave me chills. I’m getting my synesthesia kicked in and I’m sure it’s not the air conditioning, that’s it. We need to show about this remarkable

[00:10:34.23] spk_2:
this,

[00:10:34.53] spk_1:
right? We could be contributing ourselves, right? Uh innocuous, unknowingly

[00:12:18.15] spk_2:
unknowingly, right? Um And she works um and as a faculty and leading a department at U C L A and brought up an example from the academic world of years ago when there was the tool that was being sold marketed to professors and universities that you could upload all of your students papers into it. And then it would tell you if they had plagiarized from the internet, you know, oh, that’s something else that already exists. And she and her colleagues immediately said, oh, this is not good. This is actually not good. And a lot of other folks like, what do you mean this means like we’re catching the students who were trying to plagiarize. Of course, we all know that means that small successful company got bought by a bigger company who knew what they could do with a big old data set. Right. So what just think if you wrote a paper in college when you’re still trying to, like, figure out your ideas and you’re still learning, like, the paper is meant to be a learning practice. It’s, it’s not meant to be published for the world. And now 15 years later you’re applying for a job and that shows up, you know, as part of your data record. Right. And maybe it has ideas that you fundamentally don’t believe now or even ever, but didn’t really know what you were saying and now you can’t get a job because people see this and say, oh, you wrote this paper. So as organizations, when we think we’re saving time or we think that we’re doing something by, by letting the robots do it so that we ourselves are not subjectively making decisions, right? We might actually be making even harder subjective decisions down the line for those people, right? We might be setting them up into systems where their data and their issues are.

[00:14:14.62] spk_1:
This is so enormously timely with, with all the talk about artificial intelligence, chat, chat GPT. The other ones I can’t name off the top of my head and, and our use our use of them. Look, there was a guest on maybe an hour and a half ago. He said we’re not going to know it was Maureen will be off. I think we’re not, we can’t stop this. It’s like trying to stop the the, the innovation around automobiles, you know, or the phone or trying to stop airlines, airplane, airplane flight, it’s not possible but are smart use of it and, you know, are constrained use of it. So I shared with this another thing you and I, you and Gene and I need to talk about this, the three of us together, informed, informed and, and thoughtful and, you know, I’m concerned about the, the more the likely less the due diligence, but just the thought that goes into it. My concern is that I shared this with Maureen and um the advice, a lot of the advice that I see is use artificial intelligence as a first draft. And then so you’re not, you’re no longer facing the blank page, put a pin, I’ll come back to that in a second and then you put your own tone to it, your own language. That’s exactly my concern. You’re reducing yourself from creative thinker working from a blank blank screen to, to relegate it to copy editor. And I don’t mean to insult any copy editors

[00:14:21.63] spk_2:
very valuable

[00:14:22.73] spk_1:
but not nearly as creative process as looking at a blank screen working from

[00:15:28.53] spk_2:
nothing. I think the really big piece of that is we have seen plenty of evidence. We do not need more evidence to know that what these artificial intelligence tools are providing to us is misinformation. The tool is not only giving us quote unquote facts, right? So it isn’t even that you need to add a copy editing layer. If you were to do that, you would need to go back and actually say, is any of this real like Sophia Sophia said this morning, they had received um you know, that other people in academia are making this point of, you know, oh, this is leveling the playing field, right? Because now folks who maybe aren’t naturally confident or comfortable writing and they communicate better in other ways. Now they could use artificial intelligence to help them get a jump start on the paper and then they edited and you know, whatever, but they have reviewed papers written in this way. All of the footnotes are not real articles, they’re not real books, right? Because artificial intelligence made up a book to reference. So

[00:15:38.17] spk_1:
the footnotes are not

[00:16:02.10] spk_2:
real, right? Because artificial intelligence was told to make a footnote. So it notated words in the format that it learned online is what a footnote looks like, right? So the idea that it is there, I like I like you’re saying, you know, the idea that gets us started and then we go in and like we judge it up. No, I mean, unless you’re using it for the outline structure of, I want an intro paragraph and then I want, you know, but what, what then is left that is viable. We are not helping people get a jump start. We are actively creating more in misinformation in in content.

[00:17:14.98] spk_0:
It’s time for a break. Stop the drop with donor box there. The online donation platform. How many possible donors drop off before they finish making the donation on your website? You can stop that drop and break that cycle with donor boxes. Ultimate donation form you added to your website in minutes. There’s no coding required when you stop the drop, the possible donors become donors. It’s four times faster. Checkout easier payment processing, no setup fees, no monthly fees, no contract required. You’ll be joining over 40,000 us non profits that use donor box, donor box helping you help others at donor box dot org. Now back to 23 N T C.

[00:17:24.69] spk_1:
There’s another layer on top of that because you mentioned the footnote specifically uh linkedin Post someone I I follow a lot on linkedin. He follows me. Um I think I can George Weiner at the whole whale whole whale. Um

[00:17:33.94] spk_2:
Who’s maybe here

[00:17:35.73] spk_1:
is George here, George,

[00:17:37.74] spk_2:
I don’t want to be part of this information, but I think that George might be

[00:18:11.92] spk_1:
here. His concern was he did a search of something that whole whale is very well known for. I guess it was, I think it was S C O basic seo basically. And um he did a search in artificial intelligence. He was using an AI tool for search and it came up with a top result that was taken from Whole Whales resource page or something. And it credited Hole, it did credit Whole Whale. His concern was that the next step would be, it would take from Whole Whales resource page and not credit Whole Whale, right? There was no requirement for it. So in this case, it was a legitimate footnote, but his concern is that it’s gonna be stealing his intellectual property and not crediting him in whole

[00:19:24.95] spk_2:
Whale. Because if you think about what artificial intelligence is doing is like at scale able to read all of the internet, right? We’re not able to read all the internet. It’s reading, not technically all of it, but like, you know, so much more of it than we could read without the kind of human context that we’re able to put on something. I know that on the nonprofit radio website, there are pieces of content where you’ve said, Amy said, quote blah, de blah, de blah, right? I work at N 10. My name is Amy Sample Ward. The idea that artificial intelligence would know to read the next sentence to know that I said the thing when that thing is all that mattered because it was relevant to what it was trying to create. And even if it did create a footnote, it would likely be non profit radio, right? But the radio show doesn’t talk, right? It wouldn’t be crediting you. So it’s already set up to fail.

[00:19:35.14] spk_1:
But even the greater likelihood is that it’s not going to credit anyone. It’s just going to take the it’s going to take the intellectual property,

[00:20:08.19] spk_2:
right? Of course. And so, you know, I think we’re over estimating what it could do and putting human expectations onto artificial intelligence that it can’t and shouldn’t, it doesn’t need to be human, right? But we are we are blurring the lines of what is best for humans to do and what is best for a data crunching tool to do, right? We did talk about things I

[00:20:26.90] spk_1:
feel like I’m drowning, drowning in the ocean that I live across the street from. Look. Um Alright, so we know we need to talk about this again, but I mean, I guess you know what we’re talking about is thoughtful use, but I’m not, I’m not convinced that humans are thoughtful enough to to to to thoughtfully use this wave. That’s the tsunami that that’s gathering such speed that even Elon Musk said, signed something that said, let’s take a six month pause, which

[00:20:45.04] spk_2:
which, which is ridiculous. Well,

[00:20:48.70] spk_1:
but, but the idea that there be a pause and artificial pause in in technological growth is absurd.

[00:20:56.52] spk_2:
So this thing, what we know of is not actually accurate to what has currently been developed that just hasn’t been released.

[00:21:02.62] spk_1:
I don’t know it’s happening nefariously and, and the Washington Post will uncover it in, in six months or something when it’s already too late.

[00:21:13.26] spk_2:
And I think

[00:21:14.47] spk_1:
the point is it’s not stopping and no, we need to be thoughtful, but I’m not, I don’t have a lot of confidence that were thoughtful enough beings to not take advantage of this

[00:23:18.18] spk_2:
about necessarily that were not thoughtful and we need to be more thoughtful. I think what, what I see at least, and here in the community is that folks feel like there wasn’t a choice. This was the only tool that was available and we’re sitting in the middle of a giant exhibit hall, right? With like 100 and 20 people. And there are people in here that do the same things as each other. You know, there’s no other nonprofit radio in here. But, but there are people, you know who do the same thing and the the illusion that we don’t have a choice as individual nonprofit organizations or as individual users of technology is a myth that is being over and over and over told to us so that we don’t go looking right? That we don’t unsubscribe that we don’t opt out that we don’t say no, you cannot have my data, right? Because that’s the say it’s the same story of you need this, this is useful to you. This is improving your life is also and don’t look behind the curtain. There’s nowhere else to go. There’s no one else, you know, because that’s, that’s the power that is the that is that political, social, economic practice that’s happening by technology to keep us as we are, right? And so breaking out of that is not okay. Everybody here has to go make their own tools. That’s not what I’m saying either. Even just knowing that there are options, pushes you into thoughtfulness because now you’re saying, oh, well, how would I decide between these? Let me ask some questions, right? And when we think there’s no choice, we don’t bother asking the questions. We don’t know what they’re gonna do when we sign up for their product. Right? So even just thinking, well, let me like, shop around already sets us up to be so much more mindful of what we’re doing with technology, the decision, the investments we’re making, you know, what products were putting our communities data into, you know,

[00:23:22.21] spk_1:
your consciousness, right?

[00:23:40.59] spk_2:
So I don’t think it’s hard to like turn that to go over that hump. And it’s not like we’re asking everyone to become enlightened on a topic that they’ve never heard about were saying just ask questions. I know that there is more than one option, right? Um And that already gets you moving the power back on to your side, right? They are answering to you now versus you feeling like, well, I just signed up and now now we’re using this tool, you know, you have

[00:24:08.84] spk_1:
options, you have options. NTC is one place to find out what those options are. 10 is thoughtful use of technology and 10 the courses and you can do them for certification for God’s sake. If you need certification diploma, they have them. Uh 24. Yes,

[00:25:07.14] spk_2:
Portland, Oregon. We really thought when we had the NTC in Portland in 2019. Um and we thought, oh, everybody loved it. We just got so much great feedback from the community that the city was fun and accessible, that restaurants were good, you know. Um People had a great time and we’re like, okay, well, we can come back to Portland. Let’s really put this a long time from now and now it will be, you know, we just had Denver and then we’re back in Portland because we had three years of not being on offline. So, yes, back in Portland, everyone on the team is super excited just to be back in a place we’ve been before and it makes all the decisions easier. Um We already have ideas for making it better. So, and, you know, we’re in Denver here, but we’re also online and there are sessions that are only in Denver, their sessions that are only online and then there are sessions that are simultaneously in both places. And let me tell you, we are learning a lot.

[00:25:20.41] spk_1:
There’s a lot of that takes a lot of technology support, especially the, the ones that are here and virtual.

[00:25:31.86] spk_2:
Yes, I would say in person stuff, you know, fine under control, you know, regular snap,

[00:25:36.15] spk_1:
totally

[00:25:54.20] spk_2:
online stuff also totally fine, you know, every once in a while somebody logs in the wrong zoom or, you know, whatever, but that’s fine. It’s the hybrid sessions where we have really asked a lot of technology and technology seems to still be deciding how it feels about us. What does it

[00:25:59.14] spk_1:
look like in those rooms? Can camera, can we see the the audience members who are virtual screen with all of them?

[00:26:35.76] spk_2:
Both places can see, you know, back between and we have and 10 staff person or one of our trained volunteers is a host on both sides so that there’s somebody who’s not the speakers or the attendees themselves trying to say somebody has a question or the questions over here or you know, like those two hosts can talk 1 to 1 and like own their side, right? So we have those two house, we have the actual like zoom and then we have all of the technology that needs to be in the Denver room to make sure that the microphones are sinking in real time to the stream to the video, to everything else.

[00:26:55.46] spk_1:
Yeah.

[00:27:59.56] spk_2:
And honestly, so far, knock on wood, I think we had a snafu this morning where, you know, and it’s like the perfect worst thing to happen. You know, the bad thing that happened was volunteers wanted to make sure that their sessions were great and tried to log in early to set them up early. And so they booted the session that was already happening. So it wasn’t like nobody came or nothing ever happened. You know, the caption ear’s have all been there and it’s the normal caption team we work with who are just so great and consistent. All the volunteers have been early, if not on time, you know. So the pro and then we realized, oh, the problem is that, that volunteer logged in? Oh, that’s why we all got booted. Oh, they were able to figure it out. Send a message to everyone and say if your shift starts at 9 15, we mean 9 15, we do not mean 9 13. Yes. So it wasn’t easy to fix challenge,

[00:28:02.27] spk_1:
conscientious volunteers. Not

[00:28:20.38] spk_2:
so we’re learning a lot about like what prep do the folks on both sides really need to pull that off. Like maybe maybe, you know, Ash and Jeremy and Drew have a session with you in the summer and talk about doing hybrid virtual events and how to make them really successful. You know, people are still doing. I mean so many folks fundraising gala have kept the hybrid piece where they’re like, oh, we could have 100 people at home donating that we didn’t buy food for. Yes, please, you know. Um so I think I think we’re really gonna see hybrid stay around. People are gonna want to keep doing that. Um and you know us, we’re happy to share all of our mistakes so that you can learn from them. Yes.

[00:29:30.55] spk_1:
Alright. Alright. So 24. So I would expect 24 NTC is also going to be a hybrid. It sounds you wouldn’t abandon that. All the learnings. Yeah, all the, all the problems next year, it’ll be 800 virtual. Alright, thank you. All right, we’re looking forward to 20 well, we’re loving 23 NTC here in Denver. Looking forward to next year. You and Gene and I, I think we just picked, identified probably three different subjects that the three of us could spend an hour talking about. I’m glad, you know, I’m glad I’m not the only one who’s concerned, even George wegner kinda, you know, he was more leaning towards, well, the risks aren’t, you know, I don’t, I don’t think that, that, that had great. Yeah, but I, I need George to be more and more thoughtful before he comes down on one side or the other.

[00:29:42.55] spk_2:
And I think that from, from any position

[00:29:44.61] spk_1:
Georges, let me just not put it on George wegner. I need the Georges Georges to be more

[00:30:56.77] spk_2:
thoughtful. I think it’s important to also remember that when we’re thinking of what are those risks, we’re filtering that through. What do I think those risks are? And, and I, or you and who you as the listener, whoever the one asking that question cannot be the one assessing risk for everyone. You have not experienced the same harm that everyone has experienced from tech in Ology. You maybe don’t have the same view of what you need that technology to do so, the idea that any one of us could say, oh, the risks aren’t that bad or these are the definitive list of risks. We just can’t, you know, it’s too dynamic of a constantly changing situation to say that the risks, the risk list stops or that it is or is not too much to care about, right? Because for some folks, there are people who are not online because of these risks, right? They are choosing to not even have access to some of the utilities that we all can benefit from working remotely, having access to education remotely because these risks are too harmful, right? So I just want to caution any of us from saying this is it or this is the view, right? The view is changing every day when all the people in this room release a new version of their product, right? Or by each other and decide to do different things and it’s

[00:31:12.82] spk_1:
also very personal. Yes, it has to be personal, organizational

[00:31:37.77] spk_2:
and that’s the that’s the place from which I want everybody here to take their duty, right? Is that it is personal and you have a duty as an organization to honor that personal level of choice and risk for every community member that you are expecting to give you their data, right? That you’re expecting to trust you. And that that’s kind of an entry point to to that mindfulness around technology is like it’s not yours. It is theirs. And are you allowing them to have choice? Are you allowing folks to decide how much data to give you a knot or what you can do with their data? Like it just opens up a whole five more shows of what we talk about, right?

[00:32:02.44] spk_1:
Alright, good. This is not, this is not there, this is not their last appearance.

[00:32:06.97] spk_2:
Let’s talk about Jean about the legal piece of that too, right? Because there’s a social conscience of what you do with your community members, data and there’s actual legal.

[00:32:46.00] spk_1:
We will, we will. All right, Amy Sample Ward, the C E O of N 10 grand high exalted mystic ruler of 23 NTC. Um I was surprised to see them walking on the street today. I thought I’d see them in a chauffeured limousine. You bring 1600 people in the city of Denver. I thought you get the penthouse suite concierge Bellman. Okay. Thank you very much. So. Good to see you. Thank you and thank you for being with our 23 NTC coverage where we are sponsored by Heller consulting, sharing the booth with us doing technology strategy and implementation for nonprofits. Thank you.

[00:33:04.34] spk_0:
It’s time for Tony’s take two first. I need to thank Heller consulting. So thank you Heller consulting for your sponsorship of tony-martignetti non profit radio at the 2023 nonprofit technology conference.

[00:33:21.78] spk_1:
Very

[00:34:52.37] spk_0:
grateful that we shared a large booth together that I was able to make lots of interviews to Heller after each interview, bringing folks over to meet the Heller team that was Kaya and Paige and Jet. And I also met the CEO Keith Heller. Uh Thank you. Thank you. Hello, consulting for partnering with me, sponsoring nonprofit radio at the 23 N T C. Thanks so much. Thanks to the listeners who came by, but a bunch of folks come over say, oh, you’re the, you that radio got, you know, the nonprofit radio guy, one guy said in the bathroom. But in any case, I got a chance to meet lots of listeners. So that’s very gratifying. Thank you to those folks came over. I’m not gonna name who came over in the men’s room. We’ll just leave that uh to lay right there. But thanks listeners who, who joined us at 23 N T C and thank U N 10 N 10 supporting nonprofit radio. I’m grateful for our partnership. Thank you to the team at N 10. Congratulations to the staff for a successful fun valuable conference. My thanks, my congratulations out to end 10. That is Tony’s take two. We’ve got boo koo, but loads more time here is building an inclusive board culture.

[00:35:28.60] spk_1:
Welcome to tony-martignetti, non profit radio coverage of 23 N T C. The 2023 nonprofit technology conference were at the Colorado Convention Center in Denver, Colorado where we are sponsored by Heller consulting technology strategy. And implementation for nonprofits with me now is Renee Reuben Ross. She is founder and CEO of the Ross Collective. Renee Reuben Ross. Welcome to nonprofit radio.

[00:35:35.60] spk_3:
Thanks so much. Great to be here.

[00:35:39.78] spk_1:
Absolute pleasure to have you. Your topic is building an inclusive culture on nonprofit boards. Right. Right. I think I have some sense, but I’m gonna let you articulate because you’ll do it better. Why we need this session?

[00:36:51.10] spk_3:
Oh, wow. Well, so many things. But, um, I think that I do a lot of different things. I do strategic planning and board development facilitation. And I also teach board development at Cal State University, East Bay. And so I’ve had so many, I identify as a white person and consultant. I’ve had so many people come up to me who are on board saying, wow, we are really struggling to build a positive culture and what do we need to do? How can we make things different? And I mean, I would say people of all different racial backgrounds, people who are, you know, people who might just be joining the board, who don’t know what’s going on. And so in, in, in having these conversations, I’ve developed a way of thinking about all right, what are some practices that support boards to do better work? Because I think that many of us, you probably know someone who’s joy. You know, it seems like everybody else knows what’s going on here and I’m trying to catch up, but I just don’t feel like I’m part of this and that might be around information. It might be around the culture in terms of racial equity, it might be around relationships. So, really thinking about what are some great practices that boards can keep in mind gender equity as well

[00:37:18.08] spk_1:
as a board. And there are two women and one’s a woman of color and, and we, you know, we feel minimized. Yes, I’ve heard things like, you know, we feel patronized, minimized. All the power is in the middle aged white guys.

[00:37:45.07] spk_3:
I start with the assumption that we all that we each have something to contribute. And going back to this idea of equity that the people who are closest to the problem should be weighing in on the solutions so that we really need to do consciously design boards and organizations in a way where all voices are heard and affirmed. And that that’s a good thing. That’s not, that’s not anybody losing anything that’s actually all of us getting to do better work that supports everybody. Yeah,

[00:38:01.01] spk_1:
the zero sum game where, well, if, if she has a voice than I’m losing that much of mine. But it’s, it’s, it’s, it’s

[00:38:12.05] spk_3:
ludicrous. Right. Right.

[00:38:12.78] spk_1:
Power is, power is infinite. Power, infinite. So you’ve got some signs and symptoms, indicators of, of what your current culture

[00:39:55.78] spk_3:
is. Right. Well, I am going to have a story that I’m going to share stories. So I was on a board and I had a colleague who came and joined that board. And at the beginning, she was pretty quiet. But then over time, what happened, which I had not expected was she started to come to the board meetings and there was always something bothering her and she was really angry and she, she became sadly this, this angry person in our meetings. And I didn’t expect this. She was someone that I knew she had some good things to contribute. But I started to think about what can I do? And I know that many of my students, many of the clients that I work with have the same issue which we’re going to talk about tomorrow in my session, which is what do you do about somebody who, who has, what do you do about somebody who has become a toxic board member? And so I suggested this kind of, this is really what happens. This is not like, oh, we’ve never met this person before. Usually people who come on board, somebody knows them ahead of time. But what ended up happening was I did my, I did my checklist, which is our, the board procedures. Good. Yes. Are we generally building positive relationships? Yes. Are we honoring equity and listening to all voices? Yes. And then it was like, what I ended up doing was counseling Micah colleague off the board. And I just said to her, you know what I’ve noticed is, it doesn’t seem like it makes you happy to be on this

[00:40:03.54] spk_1:
board. She probably realized it herself.

[00:40:21.46] spk_3:
She realized it herself. I’m somebody who’s not afraid to have the tough conversations. I wasn’t, I wasn’t angry with her. I was stating the truth in a courageous way and it got her to reflect on her participation and to leave the board. What

[00:40:23.47] spk_1:
do you think? Was, was there anything having to do with the, with the organization? Was it was, it was, it was some

[00:40:47.30] spk_3:
other things that were going on. And so many of us have a lot of things that are happening in our homes and with our families that maybe we are bringing to board meetings, right? So it’s really a matter of how can board members act courageous and proactively so that the board so that everybody feels, everybody feels like, wow, when I come to this meeting, things are going in a positive direction because what I’ve heard about boards these days is people really need to feel like their time is worthwhile and if they don’t, they want to do something else, especially now in this post pandemic time, my time is really valuable.

[00:41:13.58] spk_1:
Take off your three little three questions that you ask.

[00:41:16.68] spk_3:
Right. So, so I, so I have this framework that I share with my students, with my clients and my blog. It’s all about, are you utilizing formal practices? So that the first one is formal practices, goals agendas, agreements, term limits. We could just have a

[00:41:34.43] spk_1:
whole bylaws,

[00:41:39.98] spk_3:
bylaws, right? And, and I have, I have encountered or that will say, oh, no, we don’t have term limits. We have people on our board have been here for 20 years. You need to tighten that up. That is not responsible.

[00:41:51.17] spk_1:
You’re saying, I notice you’re saying not just have procedures. Are you following the bylaws may have two consecutive three year terms as the max and you’ve got this 20 year board member. So great,

[00:43:25.55] spk_3:
you got to enforce this and have a way of being in conversation. So first of all, for good, good meeting agendas that are aligned with the goals of the organization. Second of all informal procedures and this is really the relationship building peace. And I think that in these days, if anything, people want more than ever to feel that they feel connected to other board members, they feel a sense of belonging on the board that there’s compassion understanding that, you know, that it isn’t just get the work done, but they’re really that there’s some sort of positive team feeling. And I will say that I share this on a podcast on a webinar and someone said, well, how much does it cost to build? It doesn’t we’re talking a Starbucks coffee. Yes, presence, right? So, so first, so formal practices, informal practice and informal practices given attention, given, given attention really accounting for the fact that people process information differently, learn differently. That’s another informal practice that can really support good, good culture and good

[00:43:33.49] spk_1:
meetings on this, on this one before we move to the third, can other social events for the board which don’t have to be expensive. The person who’s concerned about spending too much money, you can, you can bring everybody into witness, witness some of the work you’re doing if you have that type of work.

[00:45:15.15] spk_3:
But you know what you just is, there was a board that I was invited to join and they said we want to have, we want to have, we’re having all of our meetings at seven a.m. And I was like, I know that I’m a working parent that’s seven a.m. is a horrible time for me. And, and so it is also a matter of being aware of how are, how, how can these practices of, of the board be as inclusive as possible. Um So, so then, and then going on to equity and the reason that so, and I define equity as being committed to shifting systems and sharing power as we talked about before. And the reason that I mentioned equity is that sometimes and I do some work as part of a cross race team where I’m leading along with my colleague, Crystal Cherry. We lead conversations for, for mostly historically white boards around racial equity. Sometimes there is the one person who one person who may be black or who may have something really, really important to say. And that person, even if it’s one person, that person needs to be hurt. Uh And so there’s some, some stepping back that needs to happen on behalf of, you know, by white people sometimes and some real perspective taking to focus more on equity

[00:45:16.30] spk_1:
sharing, power sharing. Uh

[00:45:32.37] spk_3:
And, and this is, we’re all on a learning journey, but it’s like start the journey, the train is going and, and again, if you, when we leave these conversations, we talk a lot about how does this align with the mission of the organization? So we had an arts organization that had their location in a primarily white neighborhood. Um Alright, how do you, what are you going to do in terms of outreach? Given that 45% of your city are people of color. You are not serving the mission to serve the whole community

[00:45:53.92] spk_1:
perceived in the community as a white elitist organization. So you’re not, you’re not attracting new supporters of any type volunteers, donors, board members, whatever is really

[00:46:04.04] spk_3:
about how does this work of um shifting systems of listening to more perspectives, deepen and strengthen the work of the organization?

[00:46:16.29] spk_1:
Anything else on the on the culture? Before we talk about dealing with your toxic person personages?

[00:46:26.56] spk_3:
I think that what I would say is I when I do this work, I encourage, I’m sure you do the same kind of thing. The first step is really assessment. How are you doing right now? And so as people are listening, I would say, put your podcast on pause for a second.

[00:46:52.19] spk_1:
Okay, come back. So, so,

[00:47:17.83] spk_3:
so, and, and these are questions for, for not just for one person, for the whole board. Um I will say that, that we had, we did one conversation with a potential client and it was this man, white man. And we said to him, well, are you building belonging on your board? And, and he said, of course, I am so and we said, well, how do you know? He’s like, well, I’ve asked my three best friends and they all feel a sense of belonging, you know, it’s like, okay, you got to go beyond beyond who you hear from. And maybe that means you survey your whole board or do you have a consultant come in and do interviews, whatever the way that you’re, you’re gathering data, you need to be more comprehensive in, in your learning and perspective taking.

[00:47:44.26] spk_1:
Can we go to toxic, toxic folks had to deal with? I mean, you had a good sample of a good story about your friend, your friend did the board experience.

[00:48:50.06] spk_3:
She’s still my friend because I spoke in a caring way. I wasn’t angry with her. I can see I do that. This is how I approach any kind of service or work, you know, and the same thing that I um that I would suggest for clients, positive or negative. In her case, there was she was having more of a negative experience. So it wasn’t the right fit for her. Other times, sometimes the situation comes up where somebody is on the board, they had a really strong relationship with the previous executive director with the previous staff. And then those people have left, the organization is going in a new direction and this person’s really frustrated. That is a pretty common scenario, right? And so what do you do? It’s up to the new leadership to say yes, we affirm the direction that we’re taking. We’re, we’re sorry that you, that you are not with us, but we are going forward. That’s okay. Again, it’s sometimes leaders, some of the leaders that I meet need just more courage to take this kind of action.

[00:49:10.61] spk_1:
Yeah, other other advice about approaching someone who’s, who’s toxic on a board.

[00:49:17.22] spk_3:
I think that’s just

[00:49:27.99] spk_1:
straightforward factual, you know, conversation. What about, what about in the moment in the, in the, in the heat of a meeting? Someone is dominating the conversation or, or just belittling someone else’s idea? That’s a good, that’s a better example, belittling someone else’s ideas were in the board meeting right now. Thank you for

[00:49:56.99] spk_3:
that. So, some of the practices that I do. So, one of the things that I do when I lead a meeting, I always use meeting agreements and meeting agreements are how it takes a minute or two. How do we want to be together? I have a list of meeting agreements around listening to one another. Curiosity respect

[00:50:03.32] spk_1:
before you joined the board meeting, at

[00:50:06.02] spk_3:
the beginning of each meeting for a minute. And then, and then it’s a matter of depending on how the meeting that helps frame

[00:50:14.81] spk_1:
things. How do we,

[00:50:55.00] spk_3:
is there anything you need to add? Um But I do think that this is where this is where some of this goes back to the framework that I’m a before. Because if, if there is, you want to start with a good agenda and you want, and it is possible to say, all right, well, we’ve been talking about this for 30 minutes. We said we would talk about it for 15. We’re going to cut it off here because we have other things that we need to accomplish and we’re gonna need to talk about this in committee. But so two different things. So one is if somebody is sort of going off, you can use some of those kinds of moves. But then the next part of it is is if someone is belittling somebody, I think that goes back to how do we want to be together and

[00:51:03.86] spk_1:
remind them of what we all agree half an hour

[00:51:06.90] spk_3:
ago and, and have maybe it’s the board president, maybe it’s executive director again, going back to that person. It should be the

[00:51:13.84] spk_1:
board chair in the, in the heat. Of the men in the heat of the meeting. It should be the board chair. It’s their job to run the job to run the meeting.

[00:51:24.00] spk_3:
But it may be that, that person, you want to talk to that person offline, find out what’s

[00:51:27.98] spk_1:
going on. But I’m putting you right in the, in the battle right now. We got to defuse the situation right now because someone is feeling someone has been hurt and, and minimized and someone else’s trotting over them. I think I would like, what do we all agree at the beginning of the meeting? This is not appropriate

[00:51:53.00] spk_3:
and I would go and what I would do would be to go back to them. Like I went back to my colleague and just said, you seem really angry in these meetings were all trying. We’re all working to get more meals to seniors what’s going on. You know, this is really a little bit beyond hear what they have to say and then see what the next step for them is. But, but really, but really again, courage, directness and, and I want to say, protecting everybody in the meeting by, by keeping a safe and caring environment.

[00:52:23.02] spk_1:
It’s also gonna depend on how the person reacts. I think in that moment with apology, you know, I’m I’m sorry, I got carried away versus

[00:52:34.27] spk_3:
okay. Fine. Yeah, that’s true. You’re right, you’re right.

[00:52:36.24] spk_1:
But this possible responses in between those but you know, apology a public apology in the moment goes a long way.

[00:54:03.20] spk_3:
Right. I had, I had another person who reached out to me and said, you know, we have one person who’s hijacking our meetings and he just won’t stop. And so then that was where I went back to my framework. And all right, do you have term limits? Do you have a structured agenda? Do you know what the purpose of these meetings is? I’ll use your checklist to have that structure. Have you talked with other board members to get clarity on what you want and how, how you want to be together and once you can get that, oh and adding the equity piece, are you, can you confirm that this person doesn’t have a perspective that are you sure that this person doesn’t have a perspective that needs to be listened to because I don’t want to, I don’t want to take that off the table. It may be that, that they do. In this case, the person did not. And when, when I talked to this client, it gave her the permission to say, alright, we understand that you want to do blah, blah, blah, but the nine of us don’t. And so we’re going forward over here and it seems like maybe this board isn’t right for you anymore. That’s okay. And that actually kept, it’s that it’s that 2020% of the people or 5% of the people taking up, you know, so much of your time and, and then the board got back on track through that. Okay.

[00:54:05.24] spk_1:
Um What else? What else? We’ve only spent like 20 minutes together? What else are you going to share with folks tomorrow that we haven’t talked

[00:54:12.14] spk_3:
about yet? Yeah, I think that. So I just, this is my first NTC to see how it is. I would say that, that, that

[00:54:23.47] spk_1:
congratulations on being selected as a speaker community, the community voted and chose you.

[00:55:55.14] spk_3:
It’s exciting. Um What I’m trying to do now is create a lot of spaciousness in the meetings that I lead in these presentations. And by spaciousness, I mean, spaciousness, interactivity you’re really giving because people more than ever want to talk, want to have the opportunity to talk. So how I’m, how I lead this conversation, so how I recommend board members should lead these conversations really to say we want to hear from you, we want time for us to talk it through and sometimes there may not be enough time in um in the meetings themselves that may mean that you need to go off and you know, have committee meetings so that you can be more expansive in exploring a certain topic. But really understanding that with everything going on in the world, people are holding a lot and there is a need for more processing of all of this and that needs to go into the design and to just come into you don’t want to come into a room and say, let’s, we’re just getting down to work. It’s really the opposite of that. It’s really what’s here in the room right now. Um, I, I have, there’s a book called Permission To Feel by Marc Brackett. Don’t know if you’ve ever heard of it. And there’s an app to that and it’s really about how you’re feeling right now and it’s such a simple question, but just to say as a check in with your board members, how are you feeling right now? And again, it doesn’t cost very much, but it’s a way to say we’re all here together. But what do you need to leave behind? So you can be here in the room and that creates a lot better work.

[00:56:25.24] spk_1:
You’re promising the folks who attend tomorrow that you’ll, you’ll leave them with a take away the next the next step, next step for building a healthier board. How do you help them identify that next step?

[00:57:33.26] spk_3:
So my, my theory of learning is what you care about. What you embrace. What you notice is what you’re going to start working on. So the reason that I am handing them my hand out with the Venn diagram of these three areas and sorry, I’m being technical, formal practices, informal practices, equity is because I, I don’t, I want each person in the room to reflect on what is working and, and what they want to do next. And to commit to something, right? Something that they want to change in the organization. And it might just be, um, I’m gonna go back to my board and I’m gonna share this with them and we’re gonna have, uh, you know, group conversation about this understanding that we are doing really well in terms of informal practices because we all get along really well. But we actually, we don’t have term limits and that’s hurting us because we’re not getting new people involved with our organization. So a

[00:57:39.50] spk_1:
lot of his internalized what you believe should be a next step where you believe you should work first.

[00:58:17.40] spk_3:
I have a longtime background in education, doctorate in education and studied adult education. Truly believe that we are building our own knowledge and motivation from what we care about and boards are too. What are you giving your attention to? So give my goal for the session is that people give their attention to these three different areas and think. Okay, I’m going to share many practices, but which ones do you need to pay more attention to? Yeah. Okay. Yeah. Can we leave it there? What do you think? Sure. Feel good.

[00:58:20.02] spk_1:
Yeah. Alright. You know, feeling like there’s something else we didn’t talk about. He didn’t ask me.

[00:58:46.44] spk_3:
Um I think we’re, I think we’re good. It’s really exciting to, you know, it’s really, I’m very curious about who’s going to come to this session and the challenges they’re bringing and I was, it’s very energizing to see okay room full of people, most of them I haven’t met before. And what will they, you know, what questions do they have about this and what, what’s working for them most? And where do they find, where do they feel like they need to do more fine tuning? What are you excited

[00:58:57.59] spk_1:
about that? What drew you to the nonprofit technology conference? This is your first one, but you’ve obviously been working with nonprofits a long time. What brought you to an NTC?

[00:59:07.30] spk_3:
I was, I was interested in, you know, in meeting all kinds of people and connecting and, you know, learning about some of the ideas that are out there and how this conference works. You

[00:59:17.40] spk_1:
just have never heard of it

[00:59:34.55] spk_3:
before. I have heard of it before. Yeah. And I mean, what I’ve noticed in my work is I have a lot of referral partners who are fundraising consultants who are sending me work and I’m sending them work and I’m guessing that I’ll connect with some new people, you know, who could be potential referral partners. So, yeah, you know, it’s funny because I did have a friend who said, wait, your, your facilitator, why are you going to the technology conference? But I was like, well, there’s a leadership track and so it’s not

[00:59:48.62] spk_1:
only for technical techies I T directors, we all know

[00:59:52.41] spk_3:
that. Right. Right. Right.

[01:00:02.14] spk_1:
Great, Renee Ruben. My pleasure. Thanks for Thanks for sharing a Reuben Ross founder and CEO at the Ross Collective. Thank you for being with tony-martignetti non profit radio coverage of 23 N T C where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Thanks for being my pleasure, Renee. Thank you. You’re welcome. And thank you

[01:01:16.37] spk_0:
next week. Technology Governance for Accidental Taxis as as accidental taxis, technology governance for accidental techies. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. I’m not sure you’d want to do that though. Actually, this week were sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. I’m sure my voice will sound better. Next week, our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.